Connections

Overview

The Connections tab is designed to allow merchants to adjust which integration/merchant accounts Verosa Desktop is connected to. Note that these settings change depending on which QuickBooks company file is open.

Options/Buttons

Add New Account

Connect a new integration account to this company file. Review the directions below for more information.

Display Name

The display name for this integration account within Verosa Desktop. This is purely for display and is only shown in the Account menu at the top-right.

Company ID

The five-digit company ID provided by the Verosa support team (not your Merchant ID/MID or Terminal ID/TID). This identifies your merchant account to our servers.

Store Key/User ID

The store key is a long string of characters, and the user ID is another five-digit number. These user credentials are provided by the Verosa support team and are used to identify this user account on our servers.

By default, Verosa will configure your account to only have one user ID, unless requested otherwise.

Country

The country this merchant account will be used in. Required for compliance purposes.

Default

If using multiple integration accounts with this company file, this account will be loaded by default.

Test

Tests the connection to the servers for the integration. This should be used when connecting a new account.

Delete

Deletes the integration account from Verosa Desktop.

This does not cancel your integration account - to do so, please contact Verosa or your merchant services provider.

Save

Saves any changes to the currently selected integration account.

The green SAVE button will save all changes overall, whereas this option only saves the changes to the credentials for the current integration account.

Directions

One QuickBooks Company File/Integration Account

1. Open the QuickBooks Company File as a QuickBooks admin user.

2. Open the Verosa Desktop.

3. Fill in the Display Name and other connection fields, then click Test. If the test is successful, click  Save.

Additional Integration Accounts (for the same company file)

1. Click the Add New Account button, near the top of the window.

2. Fill in the Display Name and other connection fields, then click Test. If the test is successful, click Save, then SAVE (in the bottom-right corner).

3. Repeat the above two steps for each additional integration account.

4. Switch between each account using the Account selector in the top-right corner.

Additional QuickBooks Company File

1. With Verosa Desktop already open, log in to the additional QuickBooks Company File as the Admin user.

2. In Verosa Desktop, click “New User”. You should be prompted for new integration credentials.

3. Complete the above steps for this Company File/each integration account which should be connected to this Company File.

4. Repeat the above steps for each additional Company File.